Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

SIMPLOT PENSION PLAN S

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

J. R. SIMPLOT COMPANY

This Defined Benefit (Pension) plan holds $26M in total assets and serves 461 participants as of 2022. It is sponsored by J. R. SIMPLOT COMPANY in Idaho. The plan reported a net loss of $527M for the year.

Total Assets (2023)
$26M
Participants
461
State
Industry
Manufacturing

What the Filing Says About SIMPLOT PENSION PLAN S

SIMPLOT PENSION PLAN S is a Defined Benefit (Pension) retirement plan sponsored by J. R. SIMPLOT COMPANY, headquartered in Idaho. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 461 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 820196611, and the plan has been effective since 1975-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $554M at the beginning of 2022 to $26M at year-end — a decline of 95.2%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-527,168,031 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$554M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$-527,168,031
Plan TypeDefined Benefit (Pension)
Employer EIN820196611
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. R. SIMPLOT COMPANY)

Year Plans Participants Total Assets
2022 3 8,900 $1.2B
2023 1 8,746 $1.4B
2024 1 9,012 $1.6B

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SIMPLOT PENSION PLAN S?
As of the 2022 Form 5500 filing, SIMPLOT PENSION PLAN S holds $26M in total assets with 461 participants. It is sponsored by J. R. SIMPLOT COMPANY.
What type of plan is SIMPLOT PENSION PLAN S?
SIMPLOT PENSION PLAN S is a Defined Benefit (Pension) plan. It has been effective since 1975-09-01. The plan is filed with the U.S. Department of Labor under EIN 820196611.
Who sponsors the SIMPLOT PENSION PLAN S?
SIMPLOT PENSION PLAN S is sponsored by J. R. SIMPLOT COMPANY, located in Idaho. The sponsor's EIN is 820196611 and the plan operates in the Manufacturing industry.
How did SIMPLOT PENSION PLAN S perform in 2022?
SIMPLOT PENSION PLAN S declined by 95.2% during 2022, moving from $554M to $26M in total assets. Net income was $-527,168,031.
Where can I find official filings for SIMPLOT PENSION PLAN S?
Official Form 5500 filings for SIMPLOT PENSION PLAN S are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 820196611 or plan name at efast.dol.gov.
How does SIMPLOT PENSION PLAN S compare to other plans?
You can compare SIMPLOT PENSION PLAN S against other Defined Benefit (Pension) plans on the plan type page, or view plans in Idaho on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 820196611.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.